Business Exit Planning Services
Plan Your Business Exit Before You Need to Make It
At Taggart & Partners, we provide business exit planning services for SME owners preparing for a sale, succession, ownership transfer, or closure. We help you strengthen business readiness, improve records, reduce risk, and make the business less dependent on you personally.
Our exit strategy consulting is practical and commercially focused. We look at business structure, profitability, cash flow, tax considerations, succession readiness, and the systems a future owner or successor would inherit. As a boutique, multi-award-winning Brisbane accounting and advisory firm, we help business owners prepare early rather than make rushed decisions later.
Call us on (07) 3391 1188 or enquire through our online contact form to discuss your exit plans today.
CONTACT AN EXIT STRATEGY CONSULTANT AT TAGGART & PARTNERS TO START YOUR BUSINESS EXIT PLAN TODAY!
What Our Business Exit Planning Services Involve
An effective business exit strategy begins well before you are ready to leave. The earlier you prepare, the more time you have to address weaknesses that could reduce value or complicate a transition.
Our business exit consulting may include reviewing financial reporting, business structure, profitability, cash flow, owner dependence, key staff, documentation, succession options, and tax implications. We can also coordinate with legal advisers where appropriate.
This work connects with our broader business advisory services and the support of our business accountants Brisbane team, helping ensure your exit plan fits the wider business.
Common Exit Pathways
Our exit strategy consulting can help you assess pathways such as:
- Sale to another business or strategic buyer
- Sale to management or employees
- Family succession
- Private equity or external investment
- Gradual ownership transfer
- Orderly closure and asset realisation
The right pathway depends on your business, timeline, and preferred outcome.
Signs It Is Time to Start Planning
You may benefit from business exit consulting if:
- You expect to exit within the next few years
- The business still relies heavily on you
- Financial or operational records need improvement
- There is no clear succession pathway
- Tax, structure, or asset protection issues need review
- You want more control over the timing of your exit
Working with an exit strategy consultant early gives you more time to strengthen the business before a transaction begins.
Building a More Valuable and Transferable Business
Good business exit planning services are not only about the final transaction. They are about making the business easier to understand, operate, and transfer.
Our business exit consulting focuses on improving reporting, documenting systems, clarifying responsibilities, strengthening management capability, reducing owner dependence, and improving visibility over profitability and cash flow.
That can make the business easier for a buyer, successor, or management team to take over.
Why Choose Our Exit Strategy Consulting?
At Taggart & Partners, our exit strategy consulting combines accounting expertise with a business partner mindset. We understand that exiting a business requires preparation across structure, tax, risk, operations, succession, and business value.
Our business exit consulting is tailored to SME owners rather than generic exit templates. You benefit from boutique Brisbane service, full-service accounting and advisory support, an integrated approach, and multi-award-winning client care.
Ready to Start Preparing for Your Exit?
The best time to plan your exit is before you are under pressure to make one. Our business exit planning services can help you identify what needs to improve, prepare for different pathways, and make the business more transferable. Call us on (07) 3391 1188 or use our online contact form to discuss your goals with an exit strategy consultant and begin planning your next stage today.Please tell us about your business accounting needs below and we’ll schedule a consultation!
I highly recommend Ray and his team for any/all of your business accounting needs, especially if you have a Trust. I’ve had a few tax accountants previously, and I truly will never go with anyone else now that I’ve found Ray. I trust that I’m getting the absolute best advice possible, and everything is explained clearly (& simply!) Also credit to Mitchell for being so helpful and knowledgeable with the questions I ask.
Lauren Swidenbank
02:02 03 Oct 25
My sincere appreciation for the time and good advise given to me by Ray Taggart. Thank you very much!
Annamarie Theron
04:25 29 May 24
Moving over to Ray and the team at Taggert & Partners has been the best decision I have made. They have given useful and informative financial advice in a way where it has been easy to understand and digest. The team are always available at short notice to answer any questions I may have. I would have no hesitation whatsoever in recommending Taggert and Partners for your personal and/or business tax requirements.
Kirby Saunders
04:15 30 Oct 23
Ray was extremely kind at giving me his professional wisdom today. I can see that this man is the type of person that cares about his clients and puts their needs first. Thank you Ray! It was a pleasure speaking with you today!
stephanie lee-harper
00:30 20 Feb 23
My partner and I have had such a pleasant experience so far with Ray and his team. There are always smiling faces to meet you at the office door or someone on hand to offer advice via phone call. No job is too big or too small. Ray makes us feel confident in our decision making and always steers us in the right direction (if he can’t do it he will know someone who can). We look forward to future endeavours with Ray and his fabulous team.
Keri Ashmore
01:49 01 Nov 21
It is an absolute pleasure to work with the experienced team at Taggart &Partners. Thank you for lodging my tax returns in an accurate, efficient and very professional manner, great experience, great work. They make a difficult job simple and now I finally have piece of mind .Attention to detail , proactive attitude combined with competitive pricing makes me proud to recommend the to anybody who appreciates quality .Great advice is always a phone call or email away for us.Thank you
Mirela Herman
09:45 03 Mar 21
We first met Ray and the Taggart team around ten years ago when our business bought us together via a mutual friend. This opportunity allowed us to work with the Taggart team for a couple of years.Our business has now bought us back to Ray and his team on our accord. Great to see some familiar faces in the office and to be working with the Taggart team again. Ray’s attention to detail and motivation to see the best outcome for both your business and personal life is something the Taggart team take very seriously. Professionalism, understanding and knowledge lead the way in the Taggart office.Cameron and Nicole Burke
Nicole Burke
10:31 08 Feb 21
“Taggart & Partners is the ideal accounting firm for our business. They have great client service, are willing to help with just about anything and are very experienced with our industry. They take the time to discuss our objectives and always seem to get things done either on time, or early. We like the fact that they are local and always within reach and overall they are just a great team to work with.”
David Nommensen
07:46 13 Jan 21
Taggart & Partners have been an integral part of our growth journey and have guided us each step of the way. The structure they have set up for us has benefited us exponentially and allowed us to aim far bigger a lot more quickly that we would have with out them. They communicate at a level that we can interpret and understand unlike previous accounting firms we have worked with. They have a genuine interest in our business and seeing us succeed and therefore we have a lot of trust in the services that they provide us.
Uniqwa Collections
23:31 27 Dec 20
Hubby and I myself are a family owned framing and construction business were referred to Ray and his team for all our tax needs.As a fresh company tax was daunting and not something we looked forward too, until we met taggart.They take on all the stress and are always finding new and effective ways to help our business structure and finances improve. Our tax has improved significantly and it’s been such a easy process. Highly recommend Ray and his team! 🙂
Apex Framing & Carpentry
13:14 15 Dec 20
Ray offered a very professional service and was incredibly helpful.
Jack Radford Smith
07:31 03 Sep 20
Ray and his team helped us create an extremely tax effective structure to reduce our tax obligations, maximise our returns and protect our company and private assets. We can now plan for retirement with confidence and certainty. I would highly recommend Taggart & Partners and only wish I’d changed accountants years ago! (The reserved parking sign with our names on it was also a nice touch!)
Paul Hewish
21:40 08 Mar 20
I was introduced to Ray Taggart when I abruptly learnt that “our existing accountant wasn’t an accountant!”Ray and his team immediately took us on board and over a short period of time ensured compliance when it was needed the most.To know that you have a support team in the background such as Taggart & Partners, a team who will ensure that all aspects of owning and operating a small business is kept compliant, is a breath of fresh air.Ray and his team are always on the other end of the phone (or email) and a response to queries is always received within twenty fours – much different to what we had become used to in the past.I cannot recommend Taggart & Partners enough, thankyou!
Tracey Sims
05:51 14 Nov 19
Accountants with a heart. Ray and his team went above and beyond for me and were extremely responsive and efficient at completing work. Highly recommend!
Alyse Grace
04:54 24 Sep 19
A great professional and friendly accounting firm. They go above and beyond in every aspect. No matter is too small or too big for them to handle. I would highly recommend them.
Justin Kennon
22:11 27 Aug 19
Madeline Stafford
19:46 27 Aug 19
I am a new client of Taggart & Partners and have many questions about my business structure and general accounting. Ray has answered all my queries with professionalism. He and his staff have provided an excellent and friendly service. I expect to be a client for many years to come.
Julie Hosking
03:05 19 Jul 19
Ray and his team have been friendly and helpful from the very beginning and have provided us with knowledge and advice. Looking forward to working with this company in the future. Highly recommend to anyone looking for an accountant.
Chris Riley
02:58 19 Jul 19
If you want a company that can understand the varying needs of individuals circumstances and how best manage them you cannot go past Taggart & Partners. From the start Ray and his team have provided a wealth of knowledge and support with how to better manage my companies and trusts. I would highly recommend Ray and his team at Taggart & Partners! After many years of searching I have now found a company that is professional and provides accurate advice when needed. Not to mention Ray and the team are extremely friendly and welcoming!
Andrew Allinson
02:06 18 Jul 19
We’ve recently become clients of Taggart & Partners after knowing Ray & Suzi professionally/personally for 10+ years. The change over from my previous accountant handled with ease/care, and the first 12 months has been eye opening. There is clear concise communication, a pro-active mentality, and a whole of team office culture that makes you feel like you’re their most important client. Working with an Accountant/Business adviser shouldn’t be seen as just a business cost, it should be seen as an investment, and switching to Taggart & Partners has been one of the best business investment decisions I’ve made in the last decade.
Aron Burtenshaw
22:55 17 Jul 19
From the beginning, everyone that I spoke to at Taggart&Partners was professional, friendly, and helpful. They gave great business advice and provided a timely service. Really happy all around and would highly recommend!
Alexandra Hopson
01:23 02 Jul 19
The entire team at Taggart & Partners are highly professional in their approach. They address concerns promptly and are very good with communication. The staff are all very friendly and helpful. Highly recommended.
Phil & Donna Parker
10:10 30 Jun 19
Great prompt service by Ray and his professional piers, very happy to be a customer of these professional firm, great work guys , well done guys , very recomended!!!!
Tomer Lalezari
10:50 24 Jun 19
Raymond Taggart has been a pleasure to work with. His knowledge of asset protection and effective taxation minimisation strategies is second to non.It’s been great to have an accountant that also specialises in SMSF and financial planning, as you are able to work out the company and personal strategies for cashflow, investments and wealth creation. His knowledge has meant our companies were set up properly from the start and their structure has helped us grow and save money on taxation. Great advice and good pricing. They go above and beyond for their clients and add personal touches. I highly recommend Raymond Taggart.
Jenny Wallis
06:04 23 Jun 19
Ray is a wealth of knowledge. I had minimal understanding of taxation, asset protection and tax minimalisation and Ray explained everything to me in a way that made sense. I felt instantly at ease an comfortable. Time wasn’t an issue he just wanted me to understand everything. He has a solution to every scenario that is at your best interest and he is willing to go far and beyond to assist you to reaching your end goals. He is real and true to his word. I have found this vey rare to find but Ray does it naturally.If you are wanting someone who cares and understands accounting Ray is your man…. Couldn’t be happier
Kelly Walsh
11:51 20 Jun 19
Professional, on point and worked to time line. Thank you
helen masters
04:18 09 Apr 19
Great advice and communication
Dylan Conway
05:52 03 Apr 19
Ray Taggart and his team are professional, proactive and focused on delivering an optimised outcome for you as an individual client. They will work with you to make sure that your obligations are met yet they also ensure that they apply a strategic lens over your whole operation. Highly recommend.
Paul Miley
22:56 11 Mar 19
Highly recommend. Raymond was great to deal with, very professional and quick to respond to all my questions. I will definitely be using Taggart & Partners for all my future accounting needs.
Eleanor Wotton
05:24 19 Feb 19
Mitch and the team at Taggart & Partners are a pleasure to deal with. Always willing to provide support and answer even the most elementary questions!! Awesome for someone starting a business, navigating through tax, accounting principles etc, and wanting to grow!
Kathrin Mutinelli
09:13 05 Feb 19
The professionalism and attention to detail this firm provides is unlike anything I’ve experience previously in the accounting world. Phone calls are returned on time, appointments and communication are done without requirement of follow up. Ray and his team are first class, would highly recommend.
Mitch Whalley
02:20 20 Jan 19
It is a pleasure to deal with Taggart & Partners. Professional, prompt and nothing is too much trouble. Team Taggart definitely go the extra mile for you as a client. As a professional operating my own small engineering consultancy practice for the last 18 years, I highly recommend Taggart & Partners.
Peter Zemek
06:25 26 Nov 18
Ray and his team are the most personable accountants I know! So professional and responsive to all your needs. The best people to have on your team.
Natalie Cook
10:41 20 Nov 18
I always have confidence in the team at Taggart & Partners to provide helpful advice and support. It means I can focus on what I do without any worries.
Andrea Misso
22:42 28 Sep 18
When i decided to start my own business in 2017 I knew i needed to get my business structure right from the get go. After spending time with Ray Taggart he was quick to identify in the first year of operation a $34,000 tax saving followed by a future tax saving of $9,570 for the company.Without question i would highly recommend Ray Taggart and his team at Taggart & Partners Accountants & Business Advisers to either entrepreneurs or established businesses looking to minimize your tax, mitigate risk and protect your assets.
Trent Butler
10:19 19 Sep 18
Before working with Ray and the team at Taggart and Partners I knew my structure wasn’t right, but I didn’t know where to start or what to do about it.From my very first meeting with Ray it was clear to me that he is not your typical accountant. He explained things in a clear manner that made perfect sense. He has provided tax effective advice and strategies and has make the transition from my previous accountant seamless. The best part is he is great to deal with. In fact, all his team are responsive, professional and supportive.Because of working with Ray, I have no doubt that I am in the best situation I can be. I recommend Ray and his team to any business owner who wants to work with a team who is committed to getting the very best for their clients. Thank-you Ray and the team at Taggart and Partners.
Kylie Chown
04:50 19 Sep 18
Ray is a fantastic guy and we trust these people to do their job well. Very positive results thus far.
Matt Warwick
00:44 19 Sep 18
Taggart and Partners have been our Accountants for the last couple of years – personally and for our business. They offer us great service and quality advice. When growing a business you need an accountant who can help you put the right structure in place and give you advice on how you can continue to grow.Ray always makes time to sit down with us and understand what we need or are trying to achieve. Its always a pleasure!
Liz W
04:03 22 May 18
I was very impressed with the results Ray achieved for my company.He was very professional and efficient and the outcome was excellent and quick.I recommend Taggart&partners to anyone who wants a professional,easy and fast result.
mark simpson
22:55 30 Apr 18
Colin Jeffery
05:43 10 Apr 18
Taggart & Partners service and advice is always “on point”. They are professional, informative and helpful whilst consistently providing the best possible solutions and outcomes.
Sonya Daly
04:30 09 Apr 18
Frequently Asked Questions
Business exit planning is the process of preparing a business and its owner for a future sale, succession, transfer, or closure.
Ideally, several years before you expect to leave so there is time to improve readiness and address risks.
It can help improve reporting, profitability, systems, management capability, and reduce dependence on the owner.
There is no single best option. The right pathway depends on your objectives, timing, structure, and potential successors or buyers.
Yes. Family succession and employee or management buyouts are common pathways and should be planned carefully.
Tax considerations can be important when preparing for a sale or transfer and should be reviewed before major decisions are made.
Buyers may expect clear financial records, contracts, operational documentation, ownership details, and information about key risks.
Professional support can help identify gaps, coordinate planning, and prepare the business before transition.